See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,047 | $202,318+81.4% | $172,739+112.5% | $152,861+140.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3164.46% | 1029.65%+2134.8pp | 802.84%+2361.6pp | 345.32%+2819.1pp |
| Employer contribution / active EE | $11,250 | $5,856+92.1% | $5,143+118.8% | $4,762+136.2% |
| Participant deferral / active EE | $12,000 | $5,948+101.7% | $5,198+130.9% | $5,850+105.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |